WQ
TDF

Wealth Quarterback’s Templeton Dragon Fund TDF Stock Holding History

Wealth Quarterback’s Portfolio TDF Stock Details TDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$2K – 880
2021
Q2 		$2K Buy
+100
New +$2.31K ﹤0.01% 772
2020
Q2 		– Sell
-100
Closed -$1.71K – 692
2020
Q1 		$1.71K Sell
100
-1,309
-93% -$24.2K ﹤0.01% 774
2019
Q4 		$2.02K Buy
+1,409
New +$26.2K ﹤0.01% 759

Other funds holding TDF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Quarterback's TDF Position: Q3 2021 in Review

Wealth Quarterback sold out of Templeton Dragon Fund (TDF) in Q3 2021, closing a stake of 100 shares — an estimated $2K sold.

Wealth Quarterback first reported a position in TDF in Q4 2019 and held it in 3 quarters. The position peaked at $2.02K in Q4 2019. 50 funds tracked by Wall St. Rank hold TDF as of Q3 2021.

  • Wealth Quarterback reported no remaining Templeton Dragon Fund position as of Q3 2021 after selling out during the quarter.
  • Wealth Quarterback sold 100 Templeton Dragon Fund shares in Q3 2021, an estimated $2K.
  • Wealth Quarterback first reported a position in Templeton Dragon Fund in Q4 2019 and held it in 3 quarters.
  • Wealth Quarterback's Templeton Dragon Fund position peaked at $2.02K in Q4 2019.
  • 50 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.